No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MORTON CAPITAL MANAGEMENT LLC EIN 30-0798181 | Investment advisory (plan); Investment management fees paid directly by plan; Investment management Service code 27 | 23945 CALABASAS ROAD CALABASAS, CA 91302 | $53K |
| MOSS ADAMS LLP EIN 91-0189318 | Direct payment from the plan; Accounting (including auditing) Service code 10 | 2882 PROSPECT PARK DRIVE STE 300 RANCHO CORDOVA, CA 95670 | $21K |
| VENTURA COUNTY PFA EIN 95-6107981 PLAN SPONSOR | Contract Administrator; Direct payment from the plan Service code 13 | 3251 CORE MALPASO STE 501B/C CAMARILLO, CA 93012 | $15K |
| CHARLES SCHWAB & CO INC EIN 94-1737782 | Shareholder servicing fees; Securities brokerage commissions and fees; Direct payment from the plan; Custodial (securities); Securities brokerage Service code 19 | 1945 NORTHWESTERN DRIVE EL PASO, TX 79912 | $10K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 387 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 176 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 15 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 578 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.